Portfolio Management: Balancing Emotion, Risk & Finance
What you'll learn
- Master the art of financial planning and understand how to balance emotions and risks in portfolio management
- Gain insights into milestone planning, personal portfolio management, and the impact of macroeconomic conditions.
- Learn to select the right financial instruments, manage financial risk, and plan for a smooth transition of wealth
- Understand the financial life cycle, the role of emotions in financial planning, and how to make informed investment decisions
Requirements
- No previous experience required
Description
Discover the art of balancing emotions, risk, and finance in Portfolio Management. This course is tailored to equip you with the tools and knowledge to navigate the complexities of financial planning and portfolio management.
Are you wondering how to manage your portfolio effectively? How to mitigate risks and understand the emotional aspects of investment decisions? This course will provide you with the answers to these questions and more.
Portfolio Management: Balancing Emotion, Risk & Finance is an in-depth guide to understanding and managing your financial life cycle. We delve into the 4 C's of financial needs, milestone-based planning, managing personal portfolios, the impact of emotions on financial planning, choosing the right financial instruments, managing financial risk, understanding the macroeconomic conditions, and legacy planning.
Whether you're an individual preparing for retirement or an institution strategizing for future needs, this course will guide you through the process of selecting the best investment options tailored to your specific needs, all while minimizing risk and maximizing returns.
Here's what you'll learn:
Deep dive into the stages of human life and financial planning needs at each stage
Understand the 4 C's of financial needs and the art of managing them
Learn milestone-based planning and scientific tracking for achieving goals
Gain insights into managing a personal portfolio and the Dos & Don'ts of selecting a financial advisor
Discover how emotions impact financial planning and the art of balancing personal mood and investment decisions
Get acquainted with various financial instruments and learn to juggle between them for optimum returns
Understand the correlation between risk appetite and choosing ideal instruments
Learn about the impact of macroeconomic conditions on personal finance
Get equipped with the knowledge for smooth transition of wealth through legacy planning
Each section of the course is filled with practical examples and challenges to reinforce your learning. The course is interactive, engaging, and designed to deliver an optimal training experience for you.
We offer an unconditional 30-day money-back guarantee. No risk for you. We are confident that you will find the content of the course excellent and beneficial.
Don't wait—enroll now and master the art of portfolio management! Equip yourself with these skills and set yourself apart from the crowd. Start learning today!
Who this course is for:
- Individuals looking to understand and manage their personal finances effectively
- Financial advisors or consultants seeking to enhance their portfolio management skills
- Finance students or recent graduates aiming to deepen their understanding of portfolio management
- Anyone interested in learning about financial planning, risk management, and the emotional aspects of investment decisions
Instructor
- 4.6 Instructor Rating
- 1,889 Reviews
- 105,364 Students
- 39 Courses
Programming Hub is now on Udemy. Welcome to Programming Hub, a group of passionate programmers hosting an impressive collection of over 40+ applications on both the PlayStore and the App Store. We serve as a vibrant learning catalyst for over 40 million+ global students, providing resources that stretch beyond the classroom and into the world.
At Programming Hub, we take pride in our unwavering dedication to excellence, a testament to which is our consistently high ratings above 4.7 stars. Our platform is more than just programming, it's a hotbed of learning opportunities and resourceful insights that spans across various fields. All our courses follow a customised version of Kolb's learning framework and are known for our practical, bite sized approach to learning.
Why students love us: Active since 2012, Programming hub has created practical yet easy to follow courses. While we started with Programming and are very much in love with Programming, now we have ventured beyond and now have courses in Analytics, Marketing, AI, ML, Design, Leadership as well.
Content depth and breadth: Each of our course comes with thought through pedagogy and practical illustrations. We have added usable resources, code snippets as well as attachments which are relevant to that course wherever needed. Every course has relevant projects from that domain or experience sharing which matches that course's demands.
Our approach to doubt solving: Student questions are answered by Siddhesh Joglekar, our lead teacher himself in most cases and you can expect any question answered within 24-48 hours in general. Right since the start, we have stayed true to our ethos of personalised doubt-solving and our experience on udemy will not be any different. Still, if you have any doubts, do drop a message on any of our platforms and also on any course on udemy.
How to best use our courses: We recognise that each learner is different and have tried to build courses in different formats on every platform to suit their learning style. We would strongly suggest that you apply what you learnt immediately! In case you are a budding programmer, you can download our apps for any programming courses where we have a free compiler or even try the coding exercises we have given on this wonderful platform.
Do turn on the captions and in case your language isn't available for a specific course, do write to us. As mentioned above, Do watch out for our live sessions and community discussions periodically.
Our goal is to make a billion learners job-ready or self-employable and we want to do that one student at a time! What are you waiting for, join Programming hub and lets get started on our learning adventure.